15 days old
2018-06-082018-07-07

Retail Support Team Specialist

Opus Bank
Long Beach, CA
  • Job Code
    2018-2849


  • Retail Support Team Specialist

    Job Locations US-CA-Long Beach | US-CA | US-CA-Manhattan Beach | US-CA-Redondo Beach

    ID 2018-2849 # of Openings 1 Category Retail Banking


  • Overview

    Su mma r y :

    Establishes and maintains strong client relationships within Client Experience Banking Offices. Responsible for ensuring that our clients have an exceptional experience from the onboarding of products & services they've accepted through day-to-day servicing. Ensures operational efficiencies and assists in branch coverage of teller station, vault area, etc. E f f e c t i v e l y r e f e rs & cross-sells the banks p r od u c ts a n d se r v i c es to existing clients. Ensures co m pl i an c e with policy & procedures, legal & governmental r eg u la tions.

    Responsibilities

    Duties and Responsibilities:

    • Establish new client relationships and ensures new client set up is executed flawlessly while adhering to bank policies and procedures.
    • Expand existing client relationships through cross-sell of banking products. Identify client needs and recommend appropriate products and services.
    • Fosters client loyalty and relationship development through commitment to exceptional client experience, therefore ensuring client retention.
    • Daily banking operational activities including but not limited to:
      • Re cei v e c h e c k s an d c as h f o r de p os i t to s a v in g s a n d ch e c kin g a cc o un t s , v e r i fy d e p os i t amo u n t s , e x ami n e ch e c k s f o r en d o r s em e n t, ne go t i a bi l i ty an d c h e c k h ol d r e qui r e men t s , an d en t e r tr a n s ac t i on s v i a o n - l i n e t e r m i nal .
      • A ns w e r que s t io n s o f a g ene r a l na t u re fo r c u s t o me rs r ega r di n g th e i r a c c o un t s .
      • K ee p i n f o r me d o f n e w p r og r a ms , se r v i c e a n d a c c oun t s a n d cha n ge s i n po l ic i e s an d p r o c e du r e s .
      • Re co n ci l e c as h d r a w e r.
      • M a y b e r es p on s ib l e fo r v a u l t c ash .
      • P e rf o rm other b r an c h tr a n sac t io ns while adhering to bank policies and procedures: i.e. r e t u r n e d i t ems , w i re tr a n s f e r s s t o p pa y men t s , cl o s i n g a c c oun t s , m o ne y o r de r s , b an k ch e c k s , f o r ei g n c u rr e n c y e x change , m on t hl y c a s h c o un t s , c as h c on tr o l , o pe n a l l ne w de p o s i t p r od u c t s , p r e p a r in g C T R r epo r t s , b alancing A T M , accep t i n g l o a n ap p li c a t i on s
      • Co n tr ib u t e s t o t ea m e f f o rt b y a cc o mp l i s hin g s co r e ca rd an d c amp a ig n go a ls .
      • M a y pe rf o rm su p e r v iso ry d u t i e s i n t h e ab s en c e o f th e Banking Center Manager .
      • V e r i fy an d app r o v e c o mp l e x an d d i f f i cul t tr a n sa c t i o n s w i t hi n e s t a b li s he d l i mi t s .
      • O r igina t e a n d / o r r es p on d to c o rr esp o nd e nce , m a in t ai n and / o r co m pl e te r e po r t s .
    • Re sp o ns i bl e f o r a dhe r e n c e to al l co m pl i an c e p r o g r a ms , i n c lu din g bu t n o t l im i t e d t o , c o m pl e t io n o f a l l r e q ui r e d an d a s s ign e d t r a in i n g mod u l e s b y es t a bl i sh i n g d u e d a t e s .
    • Co mp l ie s w i th b a n k ope r a t i o n s a n d se c u r i ty p r o c edu r e s b y adhe r i n g to go v e r n men t r e g u l a t io n , b an k p o li cies an d e s t a bl i sh e d p r o ce d u r e s . Shares the responsibility in e nsu r ing su c c e ss f u l b r an c h c e r t i f i c a t i on
    • M a y pe rf o rm o t he r du t i es as assigned

    Qualifications

    Knowledge and Skills:

    • Exceptional attention to detail in order to adhere to policies and procedures
    • Exceptional customer service skills
      • Must be able to manage difficult/emotional customer situations.
      • Commitment to responding promptly to customer needs and following through
      • Solicit customer feedback for improvement
    • Effective Communication Skills - Uses active listening with exceptional interpersonal, verbal and written communication skills.
    • Strong influencing and negotiating skills
      • Promotes ideas persuasively, anticipates potential concerns and reactions.
      • Uses win/win negotiating techniques
      • Exhibits self-confidence through words and actions
    • Self-Management
      • Behaves with integrity, expressed beliefs and commitments
      • Displays initiative and self-motivation, leverages personal strengths and compensates weaknesses
      • Conveys a clear sense of alignment between personal and corporate goals and values
    • T eam w o rk - B ala n c e s t e a m a n d in d i v idu a l r e sp o ns i bi l i t i e s ;
    • Jud g me n t
      • E x hibi t s sou n d a n d a ccu r a te jud g m e n t
      • in clu d e s app r op r i a te p e opl e i n d e c is i o n - m a k in g p r o c e ss
      • M ake s t im e l y de c i s io n s

    Ed uca ti o n a n d / o r E x p e r i e n c e :

    Hi g h scho o l di p lo m a o r g e ne r a l e d u c a t i o n deg r e e ( G ED). O n e y ea r r e t ai l e x pe r ien c e an d a m i ni m u m o f t h r e e y ea rs o f o t h e r r e t a i l ba n ki n g e x pe r ience .

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    Retail Support Team Specialist

    Opus Bank
    Long Beach, CA

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    Opus Bank
    Long Beach, CA
    US

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